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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,614 | $59,834+24.7% | $79,576-6.2% | $68,495+8.9% |
| Participation rate | 47.0% | 61.1%-14.1pp | 69.5%-22.5pp | 67.9%-20.9pp |
| Annual return | -12.32% | -12.30%0pp | 0.15%-12.5pp | -7.84%-4.5pp |
| Employer contribution / active EE | $388 | $1,505-74.2% | $2,413-83.9% | $2,596-85.0% |
| Participant deferral / active EE | $1,053 | $3,024-65.2% | $3,985-73.6% | $4,028-73.8% |
| Admin fee / account holder | $3,383 | $4,835-30.0% | $6,834-50.5% | $5,403-37.4% |